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VerifiedFinancial Services· Founded 2016

Waterloo Asset Management

Waterloo Asset Management is a group specialising in asset management and family office services. The result of over 20 years’ collaboration between private bankers, tax specialists and entrepreneurs, our company’s objective is to offer a tailor-made service to demanding, wealthy clients by relying on advisers with top-level expertise. Waterloo Asset Management offers discretionary management services, investment advice and wealth management to clients who want a tailored service with a high added value. info@waterloo-am.com

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Employees18(11 to 50)Founded year2016Websitewaterloo-am.comLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

13 contacts with verified email or phone · masked until revealed.

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Top roles at Waterloo Asset Management

10 distinct titles indexed · top 10 shown.

  • 3senior wealth manager
  • 1- &
  • 1assistant administratif
  • 1assistante de direction
  • 1head of investment
  • 1independent director member of the board of directors
  • 1operations officer
  • 1senior private banker
  • 1senior wealth manager chez waterloo asset management
  • 1é è

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